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Searcy Financial Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Searcy Financial Services’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-130,921
Closed -$25.6M – 28
2024
Q4 		$25.6M Sell
130,921
-242
-0.2% -$48.3K 11.84% 1
2024
Q3 		$26M Buy
131,163
+1,390
+1% +$265K 12.19% 1
2024
Q2 		$23.7M Buy
129,773
+936
+0.7% +$168K 11.82% 1
2024
Q1 		$23.5M Buy
128,837
+1,018
+0.8% +$179K 11.98% 1
2023
Q4 		$21.8M Buy
127,819
+291
+0.2% +$46.8K 12.08% 1
2023
Q3 		$19.8M Buy
127,528
+988
+0.8% +$160K 11.97% 1
2023
Q2 		$20.6M Sell
126,540
-817
-0.6% -$128K 11.93% 2
2023
Q1 		$19.6M Buy
127,357
+99
+0.1% +$15.2K 12.09% 2
2022
Q4 		$19.3M Buy
127,258
+402
+0.3% +$59.9K 11.23% 2
2022
Q3 		$17.1M Sell
126,856
-5,619
-4% -$836K 10.86% 2
2022
Q2 		$19M Buy
132,475
+2,599
+2% +$396K 11.8% 3
2022
Q1 		$21.1M Buy
129,876
+7,266
+6% +$1.17M 12.36% 2
2021
Q4 		$21.1M Sell
122,610
-292
-0.2% -$48.1K 9.42% 3
2021
Q3 		$18.9M Sell
122,902
-26
-0% -$4.14K 11.53% 2
2021
Q2 		$19M Sell
122,928
-274
-0.2% -$42.1K 11.53% 2
2021
Q1 		$18.1M Buy
123,202
+920
+0.8% +$131K 11.48% 2
2020
Q4 		$17.3M Buy
122,282
+974
+0.8% +$132K 10.32% 3
2020
Q3 		$15.6M Buy
121,308
+1,589
+1% +$200K 11.67% 2
2020
Q2 		$14M Buy
+119,719
New +$13.6M 11.69% 3

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Searcy Financial Services's VIG Position: Q1 2025 in Review

Searcy Financial Services sold out of Vanguard Dividend Appreciation ETF (VIG) in Q1 2025, closing a stake of 130,921 shares — an estimated $25.6M sold.

Searcy Financial Services first reported a position in VIG in Q2 2020 and held it in 19 quarters. The position peaked at $26M in Q3 2024. 2,286 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

  • Searcy Financial Services reported no remaining Vanguard Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
  • Searcy Financial Services sold 130,921 Vanguard Dividend Appreciation ETF shares in Q1 2025, an estimated $25.6M.
  • Searcy Financial Services first reported a position in Vanguard Dividend Appreciation ETF in Q2 2020 and held it in 19 quarters.
  • Searcy Financial Services's Vanguard Dividend Appreciation ETF position peaked at $26M in Q3 2024.
  • 2,286 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

Based on Searcy Financial Services's 13F filing for Q1 2025, filed 17 Apr 2025.